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Editing PDFs with Adobe Acrobat


The following article describes how to set up the connection between buildagil and Adobe Acrobat: Editing PDF Documents with Local Programs.


With the new version of Adobe Acrobat, documents can no longer be opened directly. As an alternative, documents can be opened via OneDrive.


Editing with Adobe Acrobat

Clicking the "Open in PDF app" button opens the selected document in Adobe Acrobat.




Adobe Acrobat will then display the following message:
Click Open to enable editing of the document.



Now you can edit the document as you like.
After editing the document, you can save or close it.
When saving, the following message appears:
Click Checkout and Save.



When closing the document, the following message appears:
Click Yes.



Then, in the next window, click OK to sync the document with buildagil.



Users who try to open a document that is being edited by someone else will see the following message.



Message for Borrowed/Checked-Out PDF Documents

Users who want to edit a borrowed or checked-out document will see the following message in buildagil and will not be able to save the document.



In OneDrive, a lock icon appears next to checked-out documents.



Troubleshooting


If the following troubleshooting steps do not resolve the issue, please feel free to contact Support.



Troubleshooting Problems with Opening Documents

When opening documents with Adobe Acrobat, the following message may appear: "You are trying to open a SharePoint file. Configure the storage connection here to access the files from $EmailID$." This is due to a change in the authentication workflow by Adobe, which means it is no longer possible to open the documents directly.



Alternatively, you can open the documents using OneDrive. The article Editing PDF Documents with Local Programs explains how to change your PDF viewer.


Troubleshooting Document Saving Issues

If a PDF document is opened in Adobe Acrobat and the "Save As" dialog box appears when you try to save it, the document cannot be saved back to buildagil.



This behavior can be bypassed by disabling the "Enable Protected Mode at Startup" option in Adobe Acrobat's advanced security settings. After that, the document can be saved directly to buildagil again.


Updated on: 16/07/2026